SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Generate information and reports for internal and external use 
SAQA US ID UNIT STANDARD TITLE
263374  Generate information and reports for internal and external use 
ORIGINATOR
SGB Administration 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Office Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
110000  Generate information and reports for internal and external use  Level 4  NQF Level 04  10  Complete 

PURPOSE OF THE UNIT STANDARD 
This unit standard is for learners in the payroll profession, or those seeking to enter the payroll profession, who wish to enhance their payroll competencies. Learners who are competent in this unit standard will be able to determine, communicate and distribute information and funds where appropriate to relevant internal and external bodies.

The qualifying learner is capable of:
  • Ascertaining information requirements.
  • Processing and distributing information to meet management requirements.
  • Communicating with individual employees and managers.
  • Facilitating the transfer of funds to /from external bodies.
  • Providing information to authorised agencies. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that the learner has the following knowledge and skills:
  • Communication at NQF Level 3.
  • Mathematical Literacy at NQF Level 3.
  • Computer Literacy at NQF Level 3. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Ascertain information requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    All requests for information are authorised in accordance with the procedures of the organisation. 

    ASSESSMENT CRITERION 2 
    All requests for information are verified for content and format. 

    ASSESSMENT CRITERION 3 
    Deadlines for the dispatch of information are identified. 

    ASSESSMENT CRITERION 4 
    Requirements for the distribution of reports are agreed in advance with recipients. 
    ASSESSMENT CRITERION RANGE 
    Reporting media includes but is not limited to paper, diskette and interface.
     

    SPECIFIC OUTCOME 2 
    Process and distribute information to meet management requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    All data relevant to the report(s) is extracted and collated. 

    ASSESSMENT CRITERION 2 
    Information is produced in a format agreed with the recipient(s). 

    ASSESSMENT CRITERION 3 
    Information produced is accurate. 

    ASSESSMENT CRITERION 4 
    Reports are dispatched to meet agreed deadlines. 

    ASSESSMENT CRITERION 5 
    Reports are dispatched to agreed recipient(s) in accordance with the organisational confidentiality procedures. 

    ASSESSMENT CRITERION 6 
    All information is produced in accordance with organisational procedures and standards. 

    ASSESSMENT CRITERION 7 
    Compliance with all organisational time scales. 

    SPECIFIC OUTCOME 3 
    Communicate with individual employees and managers. 
    OUTCOME RANGE 
  • Employees refers to past, current and future employees.
  • Communicate refers to communication by person-to-person, telephone, written/fax, third parties, e-mail and Internet. 

  • ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The precise nature of each enquiry is ascertained before a response is attempted. 

    ASSESSMENT CRITERION 2 
    Enquiries are answered in accordance with the customer care requirements of the organisation. 

    ASSESSMENT CRITERION 3 
    Subject of an enquiry not within the competence of the recipient is referred to the appropriate person/department/external organisation. 

    ASSESSMENT CRITERION 4 
    The content of answers to enquiries is accurate. 

    ASSESSMENT CRITERION 5 
    Confidentiality and security of information is maintained at all times. 

    ASSESSMENT CRITERION 6 
    All approaches for information and reports are authenticated. 

    SPECIFIC OUTCOME 4 
    Facilitate the transfer of funds to/from external bodies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Payroll records are reconciled with the organisation's financial reports. 

    ASSESSMENT CRITERION 2 
    Payments are signed off by authorised personnel. 
    ASSESSMENT CRITERION RANGE 
    Payments refer but is not limited to cheques and electronic lodgment services (ACB, EFT).
     

    ASSESSMENT CRITERION 3 
    Payments are made in accordance with statutory deadline dates and are accompanied by the applicable statutory documentation. 

    ASSESSMENT CRITERION 4 
    Payments made to non-statutory bodies are in accordance with organisational agreements. 
    ASSESSMENT CRITERION RANGE 
    Non-statutory bodies includes but is not limited to bargaining councils, associations, financial institutions, charities, pension fund and medical insurers.
     

    ASSESSMENT CRITERION 5 
    All payments are made in accordance with organisational regulations and procedures. 
    ASSESSMENT CRITERION RANGE 
    Transfer media includes but is not limited to remittance advice, reports/listings, attachment of earnings orders, magnetic tape, diskettes, cartridges, e-mail and file downloads.
     

    SPECIFIC OUTCOME 5 
    Provide information to authorised agencies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Enquiries are dealt with in accordance with the customer care requirements of the organisation. 

    ASSESSMENT CRITERION 2 
    All communications with external agencies are conducted in a professional manner. 

    ASSESSMENT CRITERION 3 
    All information supplied is correct. 

    ASSESSMENT CRITERION 4 
    Confidentiality and security of sensitive information is maintained at all times. 

    ASSESSMENT CRITERION 5 
    Enquiries are responded to in the required format. 

    ASSESSMENT CRITERION 6 
    Employee authorisation is obtained where required prior to the release of information. 

    ASSESSMENT CRITERION 7 
    Information is supplied within the specified time scale. 

    ASSESSMENT CRITERION 8 
    Copy responses are retained and filed in a logical and accessible manner and in accordance with the requirements of the organisation. 

    ASSESSMENT CRITERION 9 
    Information is requested from other departments or individuals and followed up in an appropriate manner. 

    ASSESSMENT CRITERION 10 
    The source of all enquiries is verified prior to the release of information. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    N/A 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems relating to reporting requirements, using critical and creative thinking processes. 

    UNIT STANDARD CCFO WORKING 
    The learner is able to work effectively with others as a member of a team, group, organization or community in order to gather the necessary information for completing payroll reports. 

    UNIT STANDARD CCFO ORGANISING 
    The learner is able to organize and manage oneself and one's activities responsibly and effectively in order to ensure that reports are generated within defined timeframes. 

    UNIT STANDARD CCFO COLLECTING 
    The learner is able to collect, analyse, organise and critically evaluate information relating to reporting and transferring of funds. 

    UNIT STANDARD CCFO COMMUNICATING 
    The learner is able to communicate effectively using visual, mathematical and/or language skills in the modes of oral and / or written persuasion to design and complete payroll reports. 

    UNIT STANDARD CCFO SCIENCE 
    The learner is able to use science and technology effectively and critically in order to enter the necessary data to generate reports, showing responsibility towards the environment and health of others. 

    UNIT STANDARD CCFO DEMONSTRATING 
  • The learner is able to demonstrate an understanding of the world as a set of interrelated systems by recognizing that problem-solving contexts do not exist in isolation and that all information must correlate correctly with payroll system so that reports are completed correctly. 

  • UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 110000, "Generate information and reports for internal and external use", Level 4,10 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  93995   Further Education and Training Certificate: Payroll Administration Services  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  50479   Further Education and Training Certificate: Advertising  Level 4  NQF Level 04  Reregistered  2023-06-30  MICTS 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Artshub Institute (Pty) Ltd 
    2. Footprint Media academy Pty ltd 
    3. Jeppe College of Commerce and Computer Studies 
    4. NEMISA 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.